See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,489 | $29,319-36.9% | $52,425-64.7% | $82,448-77.6% |
| Participation rate | 8.1% | 46.9%-38.7pp | 55.6%-47.5pp | 68.1%-60.0pp |
| Annual return | 21.03% | 535.20%-514.2pp | 302.12%-281.1pp | 41.64%-20.6pp |
| Employer contribution / active EE | $143 | $586-75.6% | $914-84.3% | $2,551-94.4% |
| Participant deferral / active EE | $347 | $1,171-70.3% | $1,790-80.6% | $4,139-91.6% |
| Admin fee / account holder | $1,363 | $1,962-30.5% | $2,495-45.4% | $7,234-81.2% |